Estimating China's Compute and Semiconductor Capacity
teortaxesTex · x · 2026-07-10
帖子在估算中国到 2028-2031 年的半导体与算力产能，提到 DUVi 工具规模化、约 40 万 WPM 的“7nm”逻辑产能，以及华为 990 wafer scale engine 的算力对标。
作者还给出一个粗略判断：单个华为 wafer scale engine 约值 200 张 H100 的算力，并据此推演年规模。
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